Accounting Manager - Onboarding

Remote; San Francisco (CA); Remoto; USD 120.000 - 150.000; Tempo pieno

Vantaggi offerti da questo lavoro

Remote-first organization

Professional development

Senior-level ownership of client work

Descrizione del lavoro

Remote-first Accounting Manager - Onboarding is sought to lead a growing client onboarding function. You will supervise onboarding accountants, handle new client transitions post-signature, and ensure clean, well-documented handoffs to ongoing CAS work.

You will guide teams through catch-ups, reconciliations, and setup, coordinating with tax teams to support clients with services. Strong leadership and client communication are essential.

Competenze

• At least 5 years of accounting experience, with Senior Accountant level or above.
• Hands-on catch-up bookkeeping and accounting cleanup experience.
• Experience with both for-profit and nonprofit accounting.
• Ability to manage a high volume of concurrent client engagements.
• Leadership, training, supervising, or reviewing others’ work.
• Excellent client communication and clear accounting explanations.
• Strong organization, detail-orientation, and deadline management.
• CPA is preferred or progress toward CPA; onboarding/process improvements helpful.

Mansioni

• Lead and manage a team of onboarding accountants; set quality standards and develop staff.
• Deliver as primary lead for new clients post-signing; manage expectations and relationships.
• Oversee historical bookkeeping, catch-up work, reconciliations, and cleanups.
• Set up new client accounts in internal systems; guide tool connections.
• Manage client transitions from previous providers; communicate new workflows.
• Ensure accurate handoffs to CAS accountants with thorough documentation.
• Coordinate with tax teams for clients receiving tax services; share onboarding findings.
• Monitor onboarding volume across stages; identify bottlenecks and timelines.
• Develop onboarding procedures, checklists, and workflows for consistency.

Conoscenze

Leadership

Team management

Client communication

Catch-up bookkeeping

Nonprofit accounting

For-profit accounting

Quality control

QuickBooks Online

Xero

Time management

Formazione

CPA certification

Strumenti

QuickBooks Online

Xero

Descrizione del lavoro

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for an Accounting Manager - Onboarding based in the United States.

The Accounting Manager - Onboarding will lead the client onboarding function for a growing business management services organization, ensuring every new client transitions smoothly from signing to ongoing accounting support. This senior role combines hands-on accounting expertise, team leadership, and client relationship management across for-profit and nonprofit organizations. You will oversee a team of onboarding accountants and manage multiple client engagements simultaneously, taking ownership of catch-up bookkeeping, account cleanup, reconciliations, and financial record accuracy. Working closely with clients and internal accounting and tax teams, you will establish trust, guide clients through operational changes, and ensure complete, well-documented handoffs. You will also continuously improve onboarding workflows, helping the team deliver a consistent, efficient, and high-quality client experience. This is a remote-first opportunity.

Accountabilities:

• Lead and manage a team of onboarding accountants, assigning responsibilities, reviewing deliverables, establishing quality standards, and supporting professional development.

• Serve as the primary delivery lead for new clients after contract signing, setting expectations and building strong client relationships from the beginning.

• Oversee all historical accounting and catch-up work, including bookkeeping, account cleanup, reconciliations, and bringing financial records up to date.

• Set up new client accounts within internal systems and guide clients through connecting to the required tools and processes.

• Manage the client transition process, helping clients move from previous providers and practices while clearly communicating new workflows and expectations.

• Ensure accurate, timely handoffs to ongoing Client Accounting Services (CAS) accountants, with complete books and thorough documentation.

• Coordinate with tax teams for clients receiving tax services, gathering initial information, sharing onboarding findings, and facilitating introductions.

• Monitor a high volume of client onboardings across different stages, identify bottlenecks, and keep delivery timelines on track.

• Develop and refine onboarding procedures, checklists, and workflows to improve consistency, efficiency, and the overall client experience.

• Ensure clients feel informed and confident throughout their first 30 days, and that their accounting records are ready for ongoing management without additional cleanup.

Requirements:

• At least 5 years of accounting experience, including significant experience at Senior Accountant level or above.

• Strong hands-on expertise in catch-up bookkeeping and accounting cleanup, including resolving incomplete, disorganized, or inaccurate financial records.

• Experience with both for-profit and nonprofit accounting.

• Demonstrated ability to manage a high volume of concurrent assignments and multiple client engagements at different stages.

• Previous experience leading, training, supervising, or reviewing the work of other accounting professionals.

• Excellent client communication skills, including the ability to explain complex accounting issues in clear, accessible language and maintain client confidence during challenging transitions.

• Proficiency with QuickBooks Online and/or Xero.

• Strong organizational skills, attention to detail, problem-solving abilities, and the capacity to manage deadlines and competing priorities.

• Preferred qualifications:

  • CPA certification or progress toward obtaining a CPA.

  • Experience in client accounting services, outsourced accounting, or another client-facing professional services environment.

  • Familiarity with insurance agencies, youth sports organizations, or nonprofit organizations.

  • Experience developing or improving onboarding, implementation, or client transition processes.

  • Working knowledge of business taxation, with the ability to identify accounting cleanup issues that may require tax team attention.

• Strong leadership, coaching, and process improvement capabilities, with a focus on team productivity and consistent service quality.

Benefits:

• Work arrangement: Remote-first organization, supporting work-life balance.

• Professional development: Opportunity to lead and develop an accounting team while improving client onboarding operations.

• Career impact: Senior-level ownership of a key client delivery function, with opportunities to shape processes and service standards.

• Compensation and additional benefits: Specific salary, healthcare, retirement, and paid leave details were not provided in the job description.